Covid-19 Notice

As we all stay tuned to the news of the Covid-19 outbreak, we want you to know that our commitment to your needs remains unwavering. Our team, with the use of modern technology, is working closely but remotely to continue serving you. Please see below…

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Is it Different This Time?

Pedro Velasco Wow, what a couple of weeks we’ve been through. As I write this, two days ago we had the best one-day gain in the US stock market since October of 2008, with the S&P 500 up 9.4% in a single day, and its…

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How Does Charitable Giving Fit Into Your Financial Plan?

Or maybe I should say – DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the…

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Yoga Teaches Powerful Money Lessons

I took my first yoga class in 1986. Never before able to touch my toes, I ended the semester-long course with greatly improved flexibility. But more than that it introduced me to the idea of being mindful, aware, intentional – simply being. As a driven…

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How to Be Less Wrong in Your Budgeting

Most of the women I encounter feel stress about having enough money to be able to retire. It’s my job to help them come up with a plan. We consider different courses of action, make sure their dollars are working efficiently, and to take steps to…

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You’re Not Alone

Chitra is about to start her new job as a radiologist in a very good hospital. She graduated from a top medical school and an excellent residency program, and had several job offers to choose from. Things are great, but she feels deficient in one…

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SMART Money Moves for Women AFTER Divorce

You’re through it. You’re coming out the other end of what may have been a painful journey. It’s natural to feel a bit of trepidation about what lies ahead. The good news is: YOU are in charge now! You may still have to deal with…

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The Three Most Common Money Mistakes Women Make BEFORE Divorce and What You Can Do to Avoid Them

Divorce can be emotionally wrenching. From redefining your identity to redesigning your day-to-day living circumstances, there are plenty of tasks to occupy you and difficult feelings to process. As psychotherapist Wendy Hammond says in her lovely book, Leaving the Castle: Finding the Confidence to Start…

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Sofia Financial - Are You Prepared?

Are You Prepared?

Are You Prepared? Disasters, personal or natural, are unpredictable and devastating. From floods and fires to hurricanes and earthquakes – or a divorce or an illness – your life can change in an instant. The good news is there are steps you can take today…

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Sofia Financial Team Video

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